Optimizing asset growth
From your assets to what you hope to achieve in the future to taking a proactive stance to protect yourself from financial risks - we will advise and assist you so you can fulfil your goals and maintain your standard of living after retirement.
Together, we will work out how you can best gear your assets to your future financial situation and show you potential tax-optimized solutions manner. We will help you find answers to following questions:
What pension benefits can I expect from the state system and from my pension fund when I retire?
Are there gaps in my pension coverage and how do I go about closing them?
Can I save on taxes?
Is my standard of living after retirement secure? In other words, will my pension benefits cover my needs?
For further information on UBS retirement planning and for customized advice, please contact a UBS advisor.
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